CPA Firms in Kalispell

CPA Firms in Kalispell

Of all the CPA firms in Kalispell does your CPA care about your business and tax issues throughout the year?

Does your CPA just prepare your tax return once a year and treat you like another number? Anybody can put numbers in boxes on a form, but our goal at DeShazer, Toren & Braden, CPAs, PLLC is to help the taxpayer to identify the business issues to be aware of while utilizing the tax laws to help achieve those goals.

The same strategy applies to individual income taxpayer just as much as it does to business owners. Tax planning for life and business decisions is critical to our clients. Our clients aren’t just numbers.

What should you be looking for in CPA Firms In Kalispell?

How much experience does the firm have?

What types of services are offered?

What is the reputation in the area of the CPA firm?

Does my CPA understand my situation and what solutions are offered?

Does my CPA offer business and tax planning advice?

Does my CPA understand my industry?

What differentiates DeShazer, Toren & Braden from other CPA firms in Kalispell? DTB is a full-service accounting firm comprised of threecertified public accountants and a support staff specializing in a wide range of areas.

We provide tax preparation, tax planning, business valuations, business planning and budgeting, cash flow analysis, financial statement preparation, payroll and bookkeeping services. However, our focus is pointed at developing client relationships rather than just a once a year service.

Most CPA firms in Kalispell provide the services mentioned above and it really boils down to the quality of work being performed and how valued you feel as a client. Some of the key reasons that clients switch accounting firms include the following (in no particular order):

Lack of service by the CPA

The timeliness of the work product did not meet the client expectations

Lack of or inability to communicate between the client and the CPA

Lack of perceived value being provided by the CPA

Constant turnover of partners and/or staff with whom the client worked regularly

The CPA was not “seen” by the client as much as the client would like

The CPA firm could not grow with the client’s business

Fees were too much for the service provided

Continued major mistakes with the client’s work product causing the client to lose confidence in the CPA’s professional ability and competence

In my experience, when a potential client approaches me about my services, invariably the client will point to a lack of service on the part of the CPA as the primary reason for switching accounting firms. Some ideas we have instituted to increase the service aspect and client relationship component of our business include:

Year-end tax planning with our clients to make sure they understand the estimated tax liability and cash flow needs

Providing monthly newsletters to the clients to keep them informed of issues in the tax world that are applicable

Emailing articles to clients regarding topics of interest to them

Providing quality work at a fair price

Quarterly calls with the clients to just touch base and find out how they are doing